Archives: Agenda

As wealth platforms reshape how clients interact with their advisers and providers, firms constrained by fragmented systems, disconnected data, and legacy servicing models, must adopt integrated, front-to-back platforms to enable automation, personalization, scalability and remain relevant in a more digital, data-driven environment. Join us to:

• Understand the shift in client expectations in the context of integrated digital wealth services
• Explore how to leverage digital interactions for more accurate client profiling
• Uncover how to build dynamic wealth servicing models based on insights from wealth management platforms

Hyper-personalisation is already a strategic priority for most wealth managers. The barrier isn’t ambition or data; it’s the operational layer sitting between advisor intent and client experience. Every personalised touchpoint depends on a workflow: onboarding, review triggers, threshold alerts, life event responses. When those workflows are batch-driven or generic, personalisation fails silently, and clients notice. When those workflows are manual interactions can be truly personal but fail to scale. This session explores how wealth management can close the gap between personalisation strategy and delivery reality

How to effectively harness the latest innovations in data and analytics.

Which tangible improvements in service delivery and customer experience are helping wealth managers today?

Moderator: Craig Beattie, Principal Analyst, Celent

By Invitation Only

Implementing AI at scale, bringing projects from pilot to production, takes time – and it’s expensive. Instead of a scatter gun approach, in which the widest range of possible use cases are pursued, leading wealth managers are prioritising a smaller set of proven, high impact use cases. This closed door, Chatham House roundtable, facilitated by Stephen Walker, Lead Analyst, Global Data, will map out what these key uses are and why they promise greater ROI, based on the latest executive survey and case study insight from GlobalData. We bring together a select group of senior wealth management and private banking leaders for a candid peer discussion on what is actually working in practice. You’ll hear honest perspectives on why so many AI initiatives stall, how leading firms are narrowing their focus, and where investment is delivering tangible returns today.

Discussion themes

• Where AI experimentation is most advanced across the wealth management value chain
• Why pilots fail to reach production and the organisational, data, and governance barriers behind that
• Which use cases are delivering credible ROI, and how firms are measuring value over time

Wealth management firms are under growing pressure to modernise skills while continuing to serve clients at pace. This session explores whether the future lies in retraining existing teams, hiring new profiles, or a blend of both.

• How roles are changing across advisory, operations, technology and compliance, and which capabilities can realistically be developed in house
• Identifying transferable skills, designing effective upskilling programmes, and knowing when external expertise is essential
• Gain practical insight into building resilient teams that can adapt to digital transformation, regulatory change and evolving client expectations

Moderator: Aadil Bundeally Transformation Director, Risk Advisor, Lloyds (Former)

• Impact of evolving global economic policies
• Adapting to demographic shifts and targeting new customer groups
• Making the most of emerging tech and alternative products